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Episode 21 – How Independent Schools Navigate Challenges and Manage Endowment Funds — With Jeffrey Shields

In this episode, Bob DiMeo and Devon Francis talk to Jeffrey Shields, president and CEO at National Business Officers Association (NBOA). Jeff shares insights into the challenges  independent schools face including enrollment and optimizing their endowment funds.

You will learn:

  • Ways to contend with major financial challenges faced by independent schools
  • The impact of tuition pricing on enrollment demand
  • The important role an endowment plays for private schools
  • Best practices for private school investment committees 
  • And more!

Tune in to learn how independent schools can thrive in the post-pandemic world.

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | FREE GUIDE: 6 Tips to Managing Nonprofit Investments | Jeffrey Shields on LinkedIn | National Business Officers Association | American Society of Association Executives™ | National Association of College and University Business Officers | Business Intelligence for Independent Schools (BIIS) | The Enrollment Management Association | Four Smart Moves for Endowment Investment Committees

About Our Guest:

Jeff Shields, FASAE, CAE, has been the president and CEO of the National Business Officers Association (NBOA) for over 10 years. NBOA is the premier national association serving the needs of business officers and business operations staff at independent schools. Shields also serves as a member of the board of directors at the American Society of Association Executives (ASAE) and a trustee for the Enrollment Management Association (EMA). Previously, he served as a trustee for One Schoolhouse, an innovative online school offering supplemental education to independent schools, and Georgetown Day School in Washington, DC. He holds a B.A. from Shippensburg University and an M.A. from The Ohio State University.